Stock Reports and Parameters

10. Stock Reports and Parameters

10.1 Stock Reports

BriteCore provides a set of built-in, ready-to-run reports that meet common business needs. These reports are authored by the BriteCore team and serve as templates or as-is solutions.

10.2 Accessing Stock Reports

1. Open Reports -> Report List.

2. Filter by Author: BriteCore to find stock reports.

3. Click on a report to view its definition or run it immediately.

10.3 Modifying Stock Reports

Stock reports can be opened in SQL Editor and modified. When you save, you create a new personal copy with your modifications; the original remains available.

10.4 Parameters in Reports

Many stock reports use parameters to make them flexible and reusable. Parameters are placeholders marked with <<$ParameterName>> in the SQL. When a user runs the report, they are prompted to fill in each parameter before execution.

10.5 Defining and Using Parameters

To include a parameter in your SQL, write it as <<$ParameterName>>. The system automatically detects it and creates a prompt in the Parameters panel. You can set a type (TEXT, DATE, NUMBER) and a default value.

Example:

SELECT claim_number, loss_date
FROM v_claims
WHERE loss_date >= CAST('<<$StartDate>>' AS DATE);

When you run this report, SQL Editor prompts you for StartDate. You can set the parameter type to DATE in the Parameters panel.

10.6 Benefits of Parameters

• Reports become reusable across different date ranges, regions, or policy types.

• Non-technical users can run parameterized reports without editing SQL.

• Parameters are cached in the report definition, so users consistently use the same report logic.